Expert Financial Advisor

2 weeks ago

Melbourne, Victoria, Australia beBeeSeniorFinancialProfessional Full time $100,000 - $124,999

We are seeking a Senior Financial Professional to join our organization.

About the Role:
  • Client & Business Development: Proven ability to build deep client relationships and attract new business opportunities.
  • Advisory Excellence: Deliver high-quality advice aligned with regulatory requirements, industry best practices, and organizational objectives.
  • Communication & Interpersonal: Excellent advisory, rapport-building, interpersonal, and communication (written and verbal) skills.
  • Leadership & People Management: Proven leadership, people management, and talent development skills; able to plan and delegate work effectively, providing support and oversight.
  • Technical & Legislative: Excellent technical skills and legislative knowledge with a clear compliance record.
  • Workflow & Financial Management: Ability to plan and manage team workflow, budgets, WIP, job assessments, KPI performance, and progress towards targets.
  • Problem-Solving & Prioritisation: Excellent problem-solving, prioritisation, time, and workflow management abilities.
  • Stakeholder Management: Excellent stakeholder management and reporting skills.

Key Responsibilities:

  • Provide expert financial advice to clients on matters such as financial planning, budgeting, and forecasting.
  • Build and maintain strong relationships with clients through effective communication and interpersonal skills.
  • Develop and implement strategies to improve business operations and performance.
  • Lead and manage small teams to achieve business objectives.
  • Ensure compliance with regulatory requirements and best practices.

Requirements:

  • Bachelor Degree in Business, Commerce or Finance.
  • CA/CPA qualified or progression toward.
  • 3-5 years experience in a Senior Accountant role.

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